Abstract
Introduction
There has been an increase in research on the effectiveness of treatment options for the management of meniscal tears. However, there is very little evidence about the patient experiences of meniscal tears.
Aim
To summarise the available qualitative evidence on patients’ experiences and expectations of meniscal tears.
Method
A search of EMBASE, Medline, Sociofile and Web of Science up to November 2020 was performed to identify studies reporting patient experiences of meniscal tears. Studies were critically appraised using the CASP (Critical Appraisal Skills Program) checklist, and a meta-synthesis was performed to generate third-order constructs (new themes).
Results
Two studies reporting semi-structured interviews from 34 participants (24 male; 10 female) were included. The mean interview length ranged from 16 to 45 min. Five themes were generated: (1) the imaging (MRI) results are a key driver in the decision-making process, (2) surgery is perceived to be the definitive and quicker approach, (3) physiotherapy and exercise is a slower approach which brought success over time, (4) patient perceptions and preferences are important in the clinical decision-making process and, (5) the impact on patient lives is a huge driver in seeking care and treatment decisions.
Conclusion
This is the first study to summarise the qualitative evidence on patient experiences with meniscal tears. The themes generated demonstrate the importance of patient perceptions of MRI findings and timing of treatment success as important factors in the decision-making process. This study demonstrates the need to strengthen our understanding of patients’ experiences of meniscal tears.
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Introduction
Meniscal tears are a common injury reported to affect 222 per 100,000 people and can be managed by non-operative or operative measures [1]. Over the last decade, research has found that the surgery may be no more effective than physiotherapy in the treatment of many of the patients with a meniscal tear [2, 3]. In response to the new evidence, treatment guidelines have been produced by the British Association for Surgery of the Knee (BASK) and the European Society of Sports Traumatology, Knee Surgery and Arthroscopy (ESSKA) [4,5,6]. These guidelines recommend, in the majority of cases, a period of non-operative treatment before any decisions for surgery are made. These guidelines were, however, developed following consultation with expert clinicians and scientists and did not involve patients in the decision-making process [4,5,6]. Previous research has highlighted the importance of treating the patient as a co-manager of their health and provide the individualized approach so that an informed treatment decision can be made [7, 8]. Patient experiences are also recognized as an important form of evidence, alongside clinical and economic evidence, in forming judgements about the effectiveness, acceptability and appropriateness of treatments [7]. Previous research in other musculoskeletal conditions has demonstrated that the use of shared decision-making aids has led to greater knowledge of the risks and benefits of a procedure and greater comfort with the decision being made [9, 10]. In addition, greater patient involvement has been shown to lead to greater patient satisfaction with the outcome of a procedure [9,10,11].
There has been an increase in qualitative literature in orthopedics with previous studies exploring patient experiences of hip fracture and ankle fractures [12,13,14]. For meniscal tears, patients were not involved in the production of recent guidelines. Research suggests patient involvement and understanding of patient experiences leads to improved patient satisfaction [9, 10]. Similar to shoulder and hip pain, patients may associate MRI findings with their symptoms even if the findings may be found in asymptomatic individuals [15, 16]. Meniscal tears have been identified in a high proportion of asymptomatic individuals [17], therefore it is important to explore the significance patients place on the MRI results. Therefore, there is a clear need to understand the patient experiences of living with a meniscal tear [18] in order to aid current treatment decision through increased awareness of the treatment pathway.
The purpose of this study is to review and summarise the evidence on patient experiences of meniscal tears and if possible generate new themes from the existing literature. The secondary purpose of this study is to explore the different qualitative methodologies used in the literature in order to plan future research.
Methods
This review was reported in accordance with the PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses) statement. The protocol was predefined and published in a peer reviewed journal. It can be found on the following reference [19].
Studies were selected for inclusion in the review based on the following eligibility criteria.
Inclusion criteria
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Qualitative studies reporting the views and experiences of patients with a meniscal tear undergoing any treatment option (operative or non-operative).
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Qualitative studies utilizing any type of methodology were included.
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English language studies
Exclusion criteria
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Abstract or conference publications
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Studies reporting qualitative methodology in a quantitative manner e.g., a survey reporting proportion of participants satisfied with treatment.
Search Strategy and quality assessment
A search strategy was designed following consultation with a university librarian (see supplementary material). A search was performed on MEDLINE, Excerpta Medica Database (EMBASE), Allied and Complementary Medicine (AMED), Web of Science and Sociofile on 9th November 2020. Reference lists and gray literature were also searched to identify further citations. All citations were imported in Rayyan review software [20]. Following removal of duplicates, titles, abstracts and full texts were screened independently by two authors (IA and FD). Any disagreements were addressed by discussion with a senior author (AM or SS). Each qualitative study was independently appraised by two authors (IA and FD) using the Critical Appraisal Skills Program (CASP) for qualitative studies [21]. Any disagreements were addressed following discussion with a senior author (AM or SS) Studies were classed as ‘adequate’ if answered yes to 8–10 of the CASP criteria and ‘partially adequate’ if answered yes to 5–7 questions. This method was used in previous reviews [22]. However, leniency was used in the appraisal process as lack of reporting e.g. those sections where reviewers could not answer due to the absence of information may still generate new insights and data [23].
Data extraction and analysis
Full texts were screened and using a data extraction proforma the following baseline data were collected: author, date, year of publication, journal, study methodology, and characteristics of patients included.
A meta-synthesis was performed to translate existing evidence into new theory [22]. This involved synthesis of the findings from the qualitative study, interpreting the results and generating new interpretations. Each included study was read and re-read by two authors (IA and FD) to produce a table of first-order constructs (direct quotes from participants) and second order constructs (author interpretation of the meaning of individual participant quotes). Any discrepancies were dealt with via discussion with a senior author (SS). Thematic coding was used to identify a cluster of themes to develop third-order constructs (review author interpretation of cluster themes).
Results
Screening results
The database search was performed on 9th November 2020, identifying 3,552 articles for screening against the eligibility criteria. After screening, five full text articles were retrieved, and two articles (two studies) were eligible for inclusion in this review[24, 25]. Reasons for exclusion included a commentary piece (n = 1) and questionnaire studies which were analysed in a quantitative manner (n = 2). Figure 1 demonstrates the PRISMA flow diagram for this review.
Description of included studies
Two studies were included in this review, which both used semi-structured interviews in patients who presented to a secondary care setting with a MRI confirmed meniscal tear [24, 25]. Further details of baseline characteristics can be seen in Table 1.
Quality assessment
Table 2 provides a summary of the CASP grading for both studies. The only aspect of the O’Leary et al. study that did not meet the CASP standards was research design [25]. Although the research design appeared appropriate to address the aims of the study, the researchers did not discuss how and why they decided to choose semi-structured interviews and thematic approach.
On assessment of the Nelson et al. study, it was unclear whether the recruitment strategy was appropriate, whether the data analysis was rigorous and there was a lack of clarity regarding the statement of findings [24]. Although it was clearly stated that participants were recruited from a single center and the sample size was decided by data saturation, there was no discussion on how many participants declined to participate or dropped out. While assessing data analysis methods, the authors discussed the use of Strauss and Corbins method of coding; however, there was no discussion of contradictory data and discussion of the potential bias of the interviewers role in the study. Other limitations included that the study used more than one analyst with little description on the interactions between the analysts. There was no discussion of triangulation or respondent validation. There was also no clear discussion of the relationship and the impact of the relationship between researcher and participant.
Meta-synthesis
Several themes were identified in the two studies which can be seen below. Table 2 demonstrates the first order (direct quotes) and second order (themes) that the study authors identified during the analysis of the interviews. The direct quotes which the themes were generated from can be seen in Table 3. The main themes identified were:
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Damaged structures cause knee problems. (Patients are) influenced by MRI findings
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Knee problems worsen over time
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The importance of the orthopedic consultation to clarify problems and lead to definitive intervention
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Surgery is a quick and straightforward solution
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Exercise is not compatible with surgery
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Perceived impairment (of meniscal tears)
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Personality influences decision making
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Time constraints influence decision making
Third-order constructs
Two authors (IA and FD) read and re-read the manuscripts and produced the following third-order constructs based on direct quotes from the interviewees available from the published manuscript.
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1.
The imaging (MRI) results are a key driver in the decision-making process.
Participants often referred to the MRI findings as a source of the pain. One participant said the MRI demonstrated that the ‘meniscus is busted’[25], highlighting that participants believe it is an internal derangement of the knee which is the reason for the symptoms experienced. The MRI also played a vital role in the doctor-patient consultation. Participants felt that the doctor ‘will read the MRI, tell me what it is and pursue some way to get it fixed’[25]. Participants also altered lifestyle decisions and activity levels based on the MRI with one participant reporting ‘once I got the results of the MRI I said I would better stay off the bike until I get this sorted.’[25] This highlights patients’ perception of the importance of the MRI findings in determining the treatment decision.
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2.
Surgery is perceived to be the definitive and quicker approach.
Participants believed that symptoms would not be resolved without surgery and that surgery would provide a definitive treatment. One participant felt that “the problem was not going to get better on its own” and that surgery seemed like ‘the highest probability of success’ [24]. It is for this reason one participant was ‘willing to take the risk for a definitive fix’ [24]. Patients also believed that timely surgery would be ‘able to get (patients) back to what they were used to’ [25]. It is for these reasons patients even considered ‘paying privately’ to achieve this definitive solution [25].
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3.
Physiotherapy and exercise is a slower approach which bought success over time.
Interviews revealed a mixture of opinions regarding the success of physiotherapy and exercise for the management of meniscal tears. Patients did not ‘want to waste time with physiotherapy’[24] and felt it was ‘pushing off the problem’[24]. One patient commented that ‘if I keep cycling would I do more damage than good’[25] and despite exercising regularly one patient felt ‘it just wasn’t working’[25]. However, if patients persisted with physiotherapy many commented on the success it had on relieving symptoms. One patient explained that their symptoms ‘improved a lot, very seldom I get pain off it now’[24]. Patients also commented on the time it would take before experiencing the benefits of physiotherapy. One patient reported that ‘it took six months to build the muscles around it (the knee)’[25]. They also commented that they ‘found the physiotherapy amazing altogether’[25].
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4.
Patient perceptions and decision-making preferences are an important part of the consultation and treatment journey.
The interviews provided a crucial insight into the treatment pathway and the importance of taking into account patient views when planning management, in particular, the amount of input patients would like in treatment decisions. Participants felt the orthopedic consultation was ‘the start of the process’ and allow the patient to get their ‘knee fixed and make it better than it is’[25]. One participant reported that the orthopedic doctor is ‘the specialist, they will read the MRI and pursue some way to get it fixed’[25]. Whereas another participant ‘wanted to know what was wrong and can it be fixed’[25]. For clinicians, it is also important to take into account patient preferences and views when planning decisions. One participant reported that they ‘are fairly aggressive when making decisions’, whereas another participant felt they were ‘highly analytical’[24]. The impact of the consultation and the recovery after surgery also had a significant impact on decision making with one participant mentioning that they ‘do not want to go to orthopedics because they would probably more than likely want to go ahead with an operation’[25]. In addition, ‘the idea of being on crutches played on the mind’ of participants when making decisions[24].
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5.
The impact on patient lives is an important driver in seeking care and treatment decisions.
A common theme amongst the interviews was the impact the symptoms of meniscal tears have on patient lives. Participants reported how they ‘would worry about their knee daily’, they ‘weren’t able to do anything active anymore’ and the ‘pain was so bad’ they were not ‘able to live their life’[24]. One patient felt it was important to ‘get it done (fixed) now in the short term and save long term hassle.’ Another believed symptoms were ‘only going to get worse’ and wondered ‘what it’s going to be like in five or ten years’[25]. These direct quotes demonstrated the huge impact symptoms had on patient lives and led to patients seeking healthcare advice and definitive management.
Discussion
This is the first study to summarise the qualitative evidence on patient experiences with meniscal tears. The themes generated demonstrate the importance of MRI findings and patient preferences in decision making. The main finding of this review is that the experiences of patients with a meniscal tear can be grouped into the following themes: the imaging (MRI) results are a key driver in the decision-making process; surgery is perceived to be the definitive and quicker approach; physiotherapy and exercise is a slower approach which brought success over time; patient perception and decision-making preferences are an important part of the consultation and treatment journey; and the impact on patient lives is an important driver in seeking care and treatment decisions.
One of the most important findings of this review is that patient perception and decision-making preferences are an important part of the consultation. These data potentially can inform a shared decision-making process as it is important for the clinician to take into account the amount of input patients would like in the decision-making process. Greater patient involvement in the decision-making process has been shown to lead to greater satisfaction, patient knowledge of risks and benefits and comfort with the decision being made [8,9,10,11]. It is important to work with patients to determine the best course of management especially in the case of meniscal tears where there may not be one clear definitive management option [2]. It is also important to educate patients on the importance or lack of importance placed on the MRI scan. Clinicians may respond to patient expectations for a MRI, leading to an increase in MRI and surgery rates [26]. Therefore, it is important to work with patients and take into account the symptoms and examination findings before making a shared informed decision. This is in keeping with the Warwick Patient Experiences Framework which highlights the importance of viewing the patient as an active participant and taking an individualized approach in the overall patient experience [7].
The studies demonstrate that the MRI results play an important role in the decision-making process. This is in keeping with qualitative literature for other pathologies. Previous studies in hip and shoulder conditions have demonstrated that patients relate their symptoms to damaged structures on imaging even if these findings are present in asymptomatic individuals [15, 16]. Meniscal tears may be asymptomatic with up to 61% experiencing no symptoms [17]. Despite this, MRI knee is now the 2nd most common MRI scan performed and MRI knees have been shown to lead to greater healthcare utilization and arthroscopy rates [27, 28]. Although MRI is a widely used investigation, this work suggests patients place a great importance on structural change, despite the literature suggesting many of these changes may not be clinically relevant. It is therefore important to clearly discuss MRI results with patients in particular which structural changes are relevant to the clinical decision-making process and which changes may not be related to patient symptoms and treatment decisions.
Surgery was perceived to be the definitive approach with many patients accepting the risks in exchange for improved outcomes. Previous reviews based on randomized trial evidence have demonstrated that, for many patients with knee pain and a meniscal tear, there may be a minimal difference in outcome between surgery and physiotherapy, with any benefit no longer present one to two years after surgery [2, 29]. The complications of knee arthroscopy are not insignificant with 0.3% of patients developing a serious complication within 90 days and 0.08% developing a pulmonary embolism [30]. Further education may be required for patients to inform them of current evidence. Patients also believed that physiotherapy was a slower approach which brought success over time, this is keeping with current trial evidence which demonstrated that physiotherapy was effective in the longer term [31]. Guidelines from Europe and the UK recommend a period of non-operative management prior to consideration for surgery for all tear types other than patients with an acutely locked knee likely secondary to a bucket handle tear [4,5,6].
The strengths of this study are focused around its study design. Several major databases were searched in order to identify full texts for eligibility. Two authors independently performed the search and critically appraised the included studies in detail using the CASP criteria. The methodology has been previously reported in a study on the experiences of patients with a hip fracture [22]. This is the first study to review the available qualitative literature on patients experiences with a meniscal tear. Both of the included studies contributed to the themes generated from the meta-synthesis and direct quotations were taken from each study to support these [24, 25].
The main limitation of this work is the paucity of available studies. The authors acknowledge the limitations of synthesizing the results of two studies, one of which had features of high risk of bias. However, this study highlights the evidence gap in terms of qualitative literature and patient experiences of living with a meniscal tear. In addition, there were several common themes between the two studies which the review authors believed were important to highlight to aid future clinical and research activity. Individual study designs contributed to further limitations, Nelson et al. did not discuss the relationship between the interviewer and the patient and whether the interviews role had any impact on patient management [24]. They also used more than one analyst with no discussion on triangulation and respondent validation. For both studies, the direct quotes (first order constructs) were very short. This could be due to largely closed questions asked by the interviewer. This made it difficult to generate new themes or third-order constructs from the available evidence. As there was no available interview schedule it made it difficult to further appraise the methodology. Further work is required with greater emphasis on open-ended questions in order to provide a greater insight into the patient experiences of meniscal tears. The authors of this review did not associate with a particular theoretical framework for this review. The main reason for this is due to the absence of substantial data for this subject area. The authors aimed to take a pragmatic approach and synthesize a variety of qualitative methodologies to provide a greater depth of evidence where there is a lack of studies [23].
On review of the evidence, the authors recommend that further studies are required with open-ended questions in a purposive sample of male and female patients over a range of ages undergoing both surgical and non-surgical management. It is also important to include patients that have crossed from non-surgical to surgical management given the high crossover rates previously reported in studies [29, 32]. This will not only inform future clinical practice but also the design of future large-scale trials.
Conclusions
This study summarises the available qualitative evidence on the experiences of patients with a meniscal tear. Five themes were generated focused on the importance of imaging findings, patient experiences of operative and non-operative management, the role of patient perception and decision-making preferences on treatment decisions and the impact on patient lives is an important driver in seeking care. It is important to understand patient experiences to improve the clinical decision-making process. This study provides an insight into patient experiences of meniscal tears to add to existing clinician-derived consensus data. Further studies are required in this field to increase the amount of qualitative evidence available in order to strengthen these themes and also generate new themes.
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Acknowledgements
We would like to acknowledge our patient and public involvement group which included Dilshad Sachedina and Sarah Carey who provided valuable input in planning this study. They have both also reviewed the final manuscript.
Funding
The study represents research funded by a National Institute for Health Research (NIHR) Doctoral Fellowship Award (DRF-2018–11-ST2-030). The study funder and sponsor had no role in the study design; the collection, analysis, or interpretation of data; the writing of the report; or the decision to submit for publication. The researchers are independent and the views expressed are those of the authors and not necessarily those of the NHS, the NIHR or the Department of Health.
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IA: Study conception, data collection, data analysis, drafted and reviewed final manuscript; FD: Data collection, data analysis, drafted and reviewed final manuscript; SGFA: Drafted and reviewed final manuscript; NP: Study conception, drafted and reviewed final manuscript; CH: Study conception, drafted and reviewed final manuscript; AP: Study conception, drafted and reviewed final manuscript; SS: Study conception, drafted and reviewed final manuscript; AM: Study conception, drafted and reviewed final manuscript.
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Ahmed, I., Dhaif, F., Abram, S.G.F. et al. Patient beliefs and perceptions play a crucial role in the decision-making process when managing a meniscal tear. A qualitative systematic review of the literature. Eur J Orthop Surg Traumatol 32, 619–630 (2022). https://doi.org/10.1007/s00590-021-03019-8
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DOI: https://doi.org/10.1007/s00590-021-03019-8